Selecting a Chicago Area Financial Advisor

When selecting a Chicago area fee-only financial advisor, make sure you know more than just their name and professional credentials. Here are some guidelines.

The first step is to decide whether you want to work with a fee-only financial advisor or with an advisor that is paid by commissions. You will also need to decide if you are comfortable working remotely (via telephone and email) with a professional located somewhere around the world or if you would prefer working with someone in your own community with whom you can talk face-to face.